A poor intake process loses clients before they even hire you. AI helps you build a great one.
AI-assisted intake components:
- Online questionnaire covering all relevant facts for the matter type
- Automated acknowledgment email with next steps
- Conflict check checklist
- Initial matter assessment prompt: ‘Based on these intake facts, what are the key legal issues, potential claims, and initial research priorities for this [matter type]?’
Prompt for conflict check: ‘Review this client intake and list all parties mentioned — individuals and entities — that need to be checked for conflicts of interest.’
Time saving: Completing intake analysis before the first consultation means the meeting is more focused and productive.